Guided by Quality. Invested Together.

Individuals & Families 

SERVING INVESTORS
SINCE 1974

LET’S MAKE A
PLAN TOGETHER

Whether you’re just getting started, doing a 401(k) rollover, saving for retirement, funding your child’s education, or saving for another life goal, we can guide you.

Our team is accessible, available, and here to help you every step of the way.

  

Schedule a Meeting

HOW WE INVEST

  • We help define your goals and objectives, creating a framework for long-term planning.
  • Fenimore’s personal approach and investment management resources can help you achieve your financial goals.
  • We seek to invest in a select number of quality companies to protect and grow wealth over the long term. Quality, financially durable, well-run businesses can provide downside protection and upside potential.
Opening a mutual fund account?
We Offer low minimums.

Please call 800.932.3271 to speak with an associate or follow the links below.

OPEN AN ACCOUNT
REQUEST MORE INFORMATION
GENERAL INQUIRY
INVESTOR EDUCATION
Speak with an Associate Today
800.721.5391

COBLESKILL OFFICE
384 North Grand Street
Cobleskill, NY 12043

ALBANY OFFICE
4 Executive Park Drive
Albany, NY 12203
(near Stuyvesant Plaza)

Mail & Delivery Addresses

ESTABLISHED 1974

Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned. Decades have passed, but our approach endures.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC,
and advisory services offered through Fenimore Asset Management, Inc.

© Fenimore Asset Management. All Rights Reserved.

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